Allegro.eu S.A.

WSE:ALE Stok Raporu

Piyasa değeri: zł44.0b

Allegro.eu Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Marcin Kusmierz

İcra Kurulu Başkanı

zł106.0k

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresi1.1yrs
CEO sahipliğin/a
Yönetim ortalama görev süresiVeri yok
Yönetim Kurulu ortalama görev süresi3.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 21

ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile

Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.
Anlatı Güncellemesi Jul 07

ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile

Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.
Anlatı Güncellemesi Jun 23

ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential

Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.
Anlatı Güncellemesi Jun 05

ALE: Leadership Transition And Revised Assumptions Will Shape Future Return Potential

Analysts have trimmed their price target on Allegro.eu from PLN 40.36 to PLN 38.65, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers behind the recalibration. What's in the News Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.
Anlatı Güncellemesi Feb 10

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).
Anlatı Güncellemesi Jan 25

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have reduced their price target for Allegro.eu by approximately €0.11. This reflects slightly adjusted assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples, while their overall view remains broadly unchanged.
Anlatı Güncellemesi Jan 11

ALE: Steady Outlook And Ongoing Buybacks Will Support Stronger Share Performance

Analysts have kept their fair value estimate for Allegro.eu steady at €40.40, with small adjustments to the discount rate, profit margin assumptions and a slightly lower future P/E helping to refine their price target without shifting the headline number. What's in the News Allegro.eu completed a share buyback tranche between November 18, 2025 and December 3, 2025, repurchasing 4,664,941 shares, equal to 0.44% of share capital, for PLN 148.56m (company filing).
Analiz Makalesi Dec 27

Is Allegro.eu (WSE:ALE) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Anlatı Güncellemesi Dec 15

ALE: Execution Momentum And Buybacks Will Support Stronger Share Performance

Analysts have nudged their price target on Allegro.eu slightly lower to PLN 40.40 from PLN 40.54, reflecting modest tweaks to growth and discount rate assumptions, even as they acknowledge improving execution momentum and a more balanced risk reward profile. Analyst Commentary Recent commentary from Goldman Sachs, which upgraded Allegro.eu to Neutral from Sell with a higher price target, underscores a shift toward a more balanced stance on the stock as execution trends improve.
Anlatı Güncellemesi Nov 30

ALE: Shares Will Benefit From Upgraded Outlook And Execution Momentum

Analysts have modestly lowered their price target for Allegro.eu to PLN 40.54 from PLN 40.93. They cite the company's ongoing execution momentum and an improved balance of risk and reward as key factors behind the adjustment.
Anlatı Güncellemesi Nov 16

ALE: Shares Will Benefit From Improved Execution Momentum And Risk Outlook

Analysts have raised their price target for Allegro.eu from PLN 39.87 to PLN 40.93. They cite increased execution momentum and a more balanced risk/reward outlook for the company's shares.
Analiz Makalesi Aug 20

Allegro.eu S.A.'s (WSE:ALE) Intrinsic Value Is Potentially 70% Above Its Share Price

Key Insights The projected fair value for Allegro.eu is zł65.42 based on 2 Stage Free Cash Flow to Equity Allegro.eu's...
User avatar
Yeni Anlatı Nov 29

Allegro's International Growth And FinTech Expansion Solidify Future Success

Allegro's expansion into Hungary and focus on international markets could drive significant GMV growth and diversify revenue streams.

CEO

Marcin Kusmierz (50 yo)

1.1yrs
Görev süresi
zł106,000
Tazminat

Mr. Marcin Kusmierz serves as Chief Executive Officer & Executive Director of Allegro.eu S.A. since June 26, 2025. He is Member of the Supervisory Board of Woodpecker.co S.A. from June 28, 2022. Mr. Kusmie...


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Marcin Kusmierz
CEO & Executive Director1.1yrszł106.00kVeri yok
Jonathan Eastick
Group CFO & Executive Director5.8yrszł211.00kVeri yok
Nancy Cruickshank
Senior Independent Non-Executive Director5.8yrszł592.00kVeri yok
Richard Sanders
Non-Executive Director5.8yrsVeri yokVeri yok
Gary McGann
Independent Non-Executive Chairman2.1yrszł1.69mVeri yok
Pedro Arnt
Independent Non-Executive Director4.1yrszł423.00kVeri yok
Catherine Faiers
Independent Non-Executive Director3.2yrszł491.00kVeri yok
Laurence Bourdon-Tracol
Independent Non-Executive Director2.1yrszł491.00kVeri yok
Tomasz Suchanski
Independent Non-Executive Director3.2yrszł412.00kVeri yok
3.2yrs
Ortalama Görev Süresi
53.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ALE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/31 04:19
Gün Sonu Hisse Fiyatı2026/07/31 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Allegro.eu S.A. 34 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew RossBarclays
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Pawel SzpigielBiuro maklerskie mBanku